Job Description

To acquire and manage affluent and high-net-worth customers for Kotak Mahindra Bank's Premier Banking segment by offering customized banking and wealth solutions, ensuring portfolio growth, and delivering superior customer experience. Key Responsibilities • Acquire new Premier Banking customers and achieve assigned acquisition targets. • Source affluent customers through referrals, market mapping, networking, and existing customer relationships. • Promote Kotak's liability products including Savings Accounts, Current Accounts, Fixed Deposits, and Wealth products. • Build and maintain long-term relationships with Premier customers. • Identify customer financial needs and recommend suitable banking, investment, and insurance solutions. • Ensure deepening of customer relationships through cross-selling and upselling initiatives. • Manage customer portfolio profitability and enhance wallet share. • Coordinate with Wealth, Investments, Insurance, and Service teams to provide end to-end customer solutions. • Ensure compliance with all regulatory and internal bank policies. • Maintain high standards of customer service and customer retention.